We provide existing clients with secure access to your password-protected accounts, important files and documents, as well as your service and industry news subscriptions. You can securely access all your information online from your desktop, laptop or mobile devices whenever you like and wherever your online world extends. You can enjoy a paperless process, eliminating printing, faxing and mailing of payments and documents.
E-Bill Express: Securely access your account online. View and pay bills via credit card, ACH or E-Check and see your account status as well as payment history. You can also set up recurring payments and receive payment reminders. Contact us at email@example.com or call (973) 966-8186 if you have any questions or issues. Please note that billing emails and phone messages are monitored Monday through Friday. We will respond to any weekend or holiday requests received the following business day.
Trust Services Account Access: Secure internet access for trust clients who have accounts on our SEI Trust 3000 Accounting platform via CConnect. Clients are be able to obtain current account transactions, market values (close of previous business day), asset details, cost basis information and statement of accounts. Please contact Patricia Look at firstname.lastname@example.org, or Scott Wolfe at email@example.com for more information.
Client Extranet: Exchange documents and communicate with our firm in real time. Via the client extranet, you can interact with firm staff immediately, and you are assured that you are always viewing current data. Online access allows you to work paper-free.
DP Launch: A solution specifically geared towards startups to provide resources that can quickly handle any issues that arise while providing a personal touch, investing in a long-term relationship and helping to make every dollar count using a three step approach.
Manage Subscription Preferences: Sign up to receive our latest alerts and news in the areas of interest to you and manage your preferences at any time or place.
If you have any questions, please email us at firstname.lastname@example.org.